Calista V Tanuwijaya
Investment adviser representative at Ameriprise Financial Services, LLC
3 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
3 years in the industry.
- Ameriprise Financial Services, LLCJun 2016 to now
- Internal Revenue ServiceJun 2019 to Aug 2019
- University of California, Irvine School of LawSep 2018 to Mar 2020
- Kern County District Attorney OfficeJul 2017 to Sep 2017
- University of California, IrvineSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6671232
- Firm CRD
- 6363